How do I create a new intake form?
Add the desired fields (like Name, Phone, Email, etc.).
Related Articles
How can I access and create the Intake Forms in MatterSuite
Go to the Settings tab from the top navigation bar. Select Lead & Contact Settings. Click on Intake Forms.
How to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...
How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.
How can I see new record transactions?
In the navigation bar, select the Accounts tab. Select the account for which you want to view the new transaction record. Go to the Transactions. You can see all the transactions. Refer to the image below
How to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .